Charles PowellCRD Number: 4872970
Current Firm: Allstate Financial Advisors, LLC
Charles Powell (CRD# 4872970) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Hampton, VA and has over 14 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Joss Financial Group
Lincoln Financial Advisors Corporation
|Allstate Insurance Co||Hampton, VA||Feb 2013 - Current||7|
|Powell Custom Financial Management LLC||Hampton, VA||Feb 2013 - Current||7|
|Waddell & Reed, Inc.||Virginia Beach, VA||Mar 2011 - Feb 2013||1|
|Various Insurance Carriers For W&r Insurance Agencies||Poquoson, VA||Mar 2011 - Feb 2013||1|
|Nylife Securities Inc.||Norfolk, VA||Nov 2004 - Mar 2011||6|
|New York Life Insurance Company||Norfolk, VA||Oct 2004 - Mar 2011||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2005|
|S65||NASAA Investment Advisors Law Examination||Jul 2011|
Total Assets Under Management37MILLIONS
Total Number of Accounts208ACCOUNTS
Average Account Value$180,174
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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